Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IMCG)

397 + Investors. Track Smart Money conviction in IMCG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
2Q ▲
Buyers last Q
58%

Smart Money Signals — IMCG

Based on 403 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added IMCG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
403 hedge funds hold IMCG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+53 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

197 buying145 selling
Last quarter: 197 funds bought or added vs 145 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-21 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 44 → 30 → 60 → 39. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 25% medium ■ 19% new
227 out of 403 hedge funds have held IMCG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

37 → 44 → 30 → 60 → 39 new funds/Q
New funds entering each quarter: 44 → 30 → 60 → 39. A growing number of institutions are discovering IMCG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 60% veterans vs 22% newcomers

■ 60% veterans ■ 18% 1-2yr ■ 22% new
Entry-cohort mix of 403 holders: 241 (60%) are 2+ year veterans, 72 entered 1–2 years ago, and 90 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
22 of 402 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — IMCG

In 2026 Q1, 197 hedge funds were net buyers of IMCG (39 opened a new position, 158 added to an existing one), while 145 reduced or exited (119 trimmed, 26 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 30% of total institutional value in IMCG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 403.

Hedge Fund Ownership: IMCG

How many hedge funds hold IMCG — quarterly history vs. share price
Quarterly hedge fund ownership of IMCG vs. share price

Market Analysis: IMCG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IMCG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Ishares Tr (IMCG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IMCG has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
IMCG
+23.2%
SPY
+15.1%

IMCG outperformed SPY by +8.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
IMCG
+8.7%
SPY
+1.3%

Since the filing became public, IMCG outperformed SPY by +7.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 14 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: IMCG
397 + Investors

Track Smart Money conviction in IMCG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 397 390 1.79%
13F Shares 26M 27M -4.84%
Total Value $1.99B $2.18B -8.95%
New Positions 37 60 -23
Increased Positions 155 158 -3
Closed Positions 30 25 +5
Reduced Positions 119 103 +16
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IMCG

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

397 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IMCG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 IMCG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cosner Financial Group, LLC 11.83% 273,465 $21.5M
2 Ptm Wealth Management, LLC 6.71% 157,049 $12.7M
3 Granville Capital, INC. 6.00% 145,691 $11.5M
4 Beam Wealth Advisors, INC. 5.11% 260,379 $20.5M
5 Capital Wealth Management, LLC 4.84% 226,883 $17.9M
6 Premier Private Wealth Management LLC 4.76% 57,289 $4.5M
7 OxenFree Capital LLC 4.57% 110,463 $9.4M
8 Cornerstone Planning Group LLC 4.57% 382,492 $34.3M
9 Silver Oak Wealth Advisors Services, LLC 4.52% 88,437 $7.0M
10 Ipsen Advisor Group LLC 4.44% 80,501 $6.3M
11 Victory Financial Group, LLC 4.18% 431,977 $34.0M
12 Baer Investment Advisory LLC 4.18% 431,977 $34.0M
13 PFS Partners, LLC 3.68% 101,932 $8.0M
14 Rockport Wealth LLC 3.02% 210,407 $16.6M
15 Tandem Financial, LLC 2.69% 107,479 $8.5M
16 Eclectic Associates Inc /Adv 2.60% 248,475 $19.6M
17 Kellett Wealth Advisors, LLC 2.42% 56,619 $4.5M
18 Allegheny Financial Group 2.34% 220,414 $17.4M
19 Integrated Investment Consultants, LLC 2.22% 133,072 $10.5M
20 IAG Wealth Partners, LLC 2.02% 229,955 $18.1M
21 Vantagepoint Investment Advisers LLC 2.01% 3,006,105 $236.8M
22 Steinberganna Wealth Management 2.00% 52,755 $4.2M
23 Rodgers & Associates, LTD 1.96% 244,308 $19.2M
24 Scott Capital Advisors, LLC 1.93% 114,967 $9.5M
25 Employees' Retirement Fund of the City of Fort Worth 1.90% 55,500 $4.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Ishares Tr (IMCG)

What does the Smart Money Trend signal show for IMCG?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added IMCG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IMCG?

Slight buying edge — 58% buying: Last quarter: 197 funds bought or added vs 145 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IMCG holders?

Strong quality — 30% AUM from major funds: 22 of 402 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held IMCG?

56% of holders stayed for 2+ years: 227 out of 403 hedge funds have held IMCG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Ishares Tr (IMCG) following the 2026 Q1 hedge fund 13F filings?

As of today, IMCG has moved +8.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +7.4%. Since the quarter end (March 31, 2026), IMCG has gained +23.2% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →